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Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Lido Advisors

Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

Tip: Access up to 7 years of quarterly data

All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $681k 14k 47.55
2023-09-30 $1.7M 41k 42.08
2023-06-30 $1.1M 7.9k 137.92
2023-03-31 $745k 5.8k 127.86
2022-12-31 $628k 5.3k 117.79
2022-09-30 $498k 4.8k 104.71
2022-06-30 $481k 4.5k 107.03
2022-03-31 $487k 3.6k 135.35
2021-12-31 $518k 3.3k 156.35
2021-09-30 $485k 3.4k 144.00
2021-06-30 $574k 3.9k 148.13
2021-03-31 $574k 4.1k 141.14
2020-12-31 $471k 3.9k 122.18
2020-09-30 $221k 2.1k 103.13
2020-03-31 $858k 13k 66.96
2019-12-31 $1.4M 12k 111.28
2019-09-30 $1.3M 12k 104.48
2019-06-30 $1.1M 10k 104.78
2019-03-31 $1.0M 10k 103.91

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Amazon Put Option (AMZN)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Lido Advisors

Top funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis

Harel Insurance Investments & Financial Services
Bank of America Corporation
Raymond James Financial Services Advisors
Adams Wealth Management
HighTower Advisors
Legend Financial Advisors
Wells Fargo & Company
Janney Capital Management
Raymond James & Associates
SignalPoint Asset Management
Treynor Bancshares
Royal Bank of Canada
Private Advisor
Carnegie Capital Asset Management
Orion Portfolio Solutions

View all funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis